Wealth Manager (Deposit Mobilization Manager) at Primera Africa Finance Group

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
4 months ago

Additional Details

Job ID
138768
Job Views
44

Job Description






Job Description




  • The Wealth Manager will be responsible for mobilizing deposits, manage high-value client relationships, drive investment product sales, and support the bank’s liability growth strategy.



Requirements




  • Identify, prospect, and onboard High Net-worth Individuals (HNIs), corporates, and institutional clients for deposit mobilization.

  • Promote and structure Fixed Deposit, Savings, and Investment products in line with bank pricing and risk guidelines.

  • Maintain strong, professional client relationships through regular engagement and portfolio reviews.

  • Prepare and present investment proposals, indicative offers, and term sheets to clients.

  • Track market interest rates and competitor offerings to support pricing decisions.

  • Ensure proper documentation, KYC compliance, and adherence to internal credit and risk policies.

  • Achieve monthly and quarterly liability mobilization targets.



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